Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,428 | $102,385+4.9% | $147,080-27.0% | $80,935+32.7% |
| Participation rate | 31.0% | 75.9%-44.8pp | 82.2%-51.1pp | 67.7%-36.6pp |
| Annual return | 13.70% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,694 | $6,651-74.5% | $8,066-79.0% | $4,299-60.6% |
| Admin fee / account holder | $3,607 | $7,951-54.6% | $12,989-72.2% | $6,924-47.9% |